Gra (Bermuda) Limited (Hamilton Bermuda Hm Dx)

Gra (Bermuda) Limited is a large advisory firm based in Hamilton Bermuda Hm Dx. It manages $805.42 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2001.

Gra (Bermuda) Limited provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gra (Bermuda) Limited: assets under management

The assets under management (AUM) of Gra (Bermuda) Limited is $805.42 million. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $781.69 million in discretionary accounts and $23.73 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $130.28 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $23.73 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gra (Bermuda) Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Gra (Bermuda) Limited

Charles Forster Alex Cooper has been acting as President since 1 Mar 1998. Charles Harmon Pardoe joined the executive team most recently as the Director & Deputy Chairman.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Pgr Advisors I	Owner	1 Sep 1994	75% - 100%	22-3084100
John Charles Collis	Director	1 Dec 1994	Other	4361955
Charles Harmon Pardoe	Alternate director	1 Jan 1996	Other	1225331
Paul Travis Phillips	Chairman & director	1 Dec 1996	Other	2840102
Charles Forster Alex Cooper	Director	1 Mar 1998	Other	4361949
Catharine Jane Lymbery	Secretary	1 Mar 1998	Other	4361959
Julie Mclean	Alternate director	1 Mar 1998	Other	4361964
Marie Lenore Martineau	Assistant secretary	1 Mar 1999	Other	4361930
Richard Alfonso Della Pietra	Director	1 Mar 1999	Other	4361987
Charles Harmon Pardoe	Director	1 Dec 2001	Other	1225331
Charles Frederick Lowrey	Chairman and director	1 Dec 2001	Other	2636964
Victor J. Vandewater	Alternate director	1 Dec 2001	Other	4517068
David Nelson Bradford	Director & chairman	1 Aug 2003	Other	1068728
Charles Harmon Pardoe	Director & deputy chairman	1 Nov 2003	Other	1225331
Victor J. Vandewater	Director & vice president	1 Nov 2003	Other	4517068
Peter R Eckert	Alternate director	1 Nov 2003	Other	2479764
Roberto Ordorica	Director	1 Nov 2003	Other	3136144

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Prudential Asset Management Holding Company	Shareholder	1 Jun 2000	75% - 100%	22-3734538
The Prudential Insurance Company Of America	Shareholder	1 Jun 2000	75% - 100%	680
The Prudential Investment Corporation	Shareholder	1 Aug 2000	75% - 100%	105676
Inc. Prudential Investment Management	Shareholder	1 Aug 2000	75% - 100%	105676
Inc. Prudential Investment Management	Sole shareholder	1 Dec 2001	75% - 100%	22-3703799

Based in Hamilton Bermuda Hm Dx

The principal office where Gra (Bermuda) Limited performs its advisory services is located at Codan Services Ltd Clarendon House, Hamilton Bermuda Hm Dx, Hmdx, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 441-295-5950 or by fax 441-292-4720. The normal business hours are 8:30 a.m. to 6:00 p.m. on Monday - Friday.